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Oldfather Financial Services’s Amazon AMZN Stock Holding History

Oldfather Financial Services’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.46M Buy
6,336
+2,864
+82% +$655K 0.44% 32
2025
Q3 		$762K Buy
3,472
+1,328
+62% +$301K 0.24% 41
2025
Q2 		$470K Buy
2,144
+59
+3% +$11.7K 0.16% 53
2025
Q1 		$397K Sell
2,085
-110
-5% -$23.9K 0.15% 53
2024
Q4 		$482K Sell
2,195
-42
-2% -$8.59K 0.18% 45
2024
Q3 		$417K Buy
2,237
+113
+5% +$20.6K 0.16% 50
2024
Q2 		$410K Buy
2,124
+281
+15% +$51.6K 0.17% 48
2024
Q1 		$332K Sell
1,843
-60
-3% -$10K 0.14% 52
2023
Q4 		$289K Buy
1,903
+33
+2% +$4.63K 0.13% 53
2023
Q3 		$238K Buy
1,870
+16
+0.9% +$2.14K 0.12% 54
2023
Q2 		$242K Buy
+1,854
New +$212K 0.12% 56
2022
Q4 		– Sell
-2,090
Closed -$236K – 62
2022
Q3 		$236K Sell
2,090
-35
-2% -$4.42K 0.15% 52
2022
Q2 		$257K Sell
2,125
-315
-13% -$39.4K 0.15% 51
2022
Q1 		$353K Buy
2,440
+340
+16% +$52.5K 0.19% 48
2021
Q4 		$332K Sell
2,100
-40
-2% -$6.85K 0.17% 49
2021
Q3 		$377K Buy
2,140
+920
+75% +$159K 0.19% 48
2021
Q2 		$203K Hold
1,220
– – 0.11% 58
2021
Q1 		$201K Buy
+1,220
New +$193K 0.12% 62

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oldfather Financial Services's AMZN Position: Q4 2025 in Review

Oldfather Financial Services increased its Amazon (AMZN) stake by 82% in Q4 2025, buying an estimated $655K and bringing the position to 6,336 shares worth $1.46M. The position accounts for 0.44% of the portfolio, ranked #32.

Oldfather Financial Services first reported a position in AMZN in Q1 2021 and has held it in 18 quarters since. 6,062 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Oldfather Financial Services held 6,336 shares of Amazon worth $1.46M as of Q4 2025.
  • Oldfather Financial Services bought 2,864 Amazon shares in Q4 2025, an estimated $655K.
  • Amazon made up 0.44% of Oldfather Financial Services's portfolio in Q4 2025, its #32 holding.
  • Oldfather Financial Services first reported a position in Amazon in Q1 2021 and has held it in 18 quarters since.
  • 6,062 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.